Francis Investment Counsel LLC Retirement Savings Plan
| Plan name | Francis Investment Counsel LLC Retirement Savings Plan |
| Location | Brookfield, Wisconsin |
| Asset size | $6mm |
| # of participants | Less than 100 |
| Business Category | Investment Consulting & Participant Advice |
| Participation Rate | 91.0% |
| Avg Deferral Rate | 11.9% |
| # of Funds Offered | 17 |
| Investment Review | Quarterly |
| True-up Feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | Monthly entry dates |
| Default Deferral Rate | 5% |
| Default Investment | Custom TDF |
| Auto-Escalation | Yes |
| Systematic Withdrawals | Yes |
| Fee Equalization | Yes |
| Match Rate | 50% of first 10% of salary |
| % Receiving Full Match | >90% |
| Max Employer Contribution | 5%–10% |
| Financial Education | |
| Saving/Budgeting | Yes |
| Investing strategies | Yes |
| Tax/Estate planning | Yes |
| College saving | Yes |
| Credit/Debt mgmt | Yes |
| Retiree health costs/savings options | Yes |
| Recordkeeper: | Milliman Inc. |
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